Speakers

Joe has over a decade of experience in the financial services industry focusing primarily on ESOP Transactions, specifically assisting Selling Shareholders with the execution and implementation of a Section 1042 Election, QRP portfolio construction, and monetization loan strategy. Joe joined Wells Fargo Advisors in March of 2019, and previously worked as an Associate Vice President at Stifel and Barclays Wealth & Investment Management in the Americas, as well as a Financial Advisor and ESOP Reinvestment Specialist at Morgan Stanley.